Permanent Portfolio Forum
https://www.gyroscopicinvesting.com/forum/
https://www.gyroscopicinvesting.com/forum/viewtopic.php?t=292
Fidelity updates treasury holdings. I use a google doc that does the same thing though.MiniB wrote: When I start my PP I will be holding individual treasuries. Probably at Schwab but maybe at Vanguard. Do all brokerages mark my holdings to market each day? That would be really nice to be able to calculate how much what I have it worth on a daily basis for purposes of rebalancing. I wont be checking daily, but when I do check, I dont want to have to do calculations.
How do you do it in google doc?MCSquared wrote: Fidelity updates treasury holdings. I use a google doc that does the same thing though.
I use a formula but I do not pull the data into the spreadsheet daily. I load the current yield maybe once a week for price calculation. Here is a sample doc. You can obviously ignore the calcs for bonds with call options etc.MiniB wrote:How do you do it in google doc?MCSquared wrote: Fidelity updates treasury holdings. I use a google doc that does the same thing though.
I assume you need to input a formula that takes into account the maturity and yield compared to the day's date and current market yield. I think you can pull that data into Excel so you don't have to manually type it in everyday.
Schwab does at end of day. (It IS fun to watch etfs though which update instantly and constantly)MiniB wrote: Do all brokerages mark my holdings to market each day?